SOAR Tools and Worksheets

Getting Started

• Steps to Completing an SSI/SSDI Application Using the SOAR Model  |  Spanish Version

Is this a SOAR Applicant?

• Sample SOAR Referral Tool | Legal Systems Version*
• Definitions of Homelessness
• Identifying SOAR Applicants  |  Legal Systems Version* |  Spanish Version
• SOAR Eligibility Decision Tree | Spanish Version

Information Gathering

• Initial Meeting Worksheet (DOCX)
• SSA Forms Guide (DOCX)

Non-Medical Information

• Documenting In-Kind Support and Maintenance (DOCX)
• SSI/SSDI Non-Medical Document Checklist (DOCX)
• SSI Income/Resource Worksheet (DOCX)
• Rental Loan Agreement (DOCX)

Medical Records Collection

• Sample Agency Authorization for Release of Information (DOCX)
• Sample Medical Records Request Cover Letter (DOCX)
• Frequent Medical Records Department Contact Worksheet (XLSX)
• Sample Multi-Agency Release (DOCX)
• Medical Records Request Tracking Worksheet (DOCX)
• Medical and Functional Information for SSI/SSDI (1/1/18) (DOCX)

Medical Summary Report Tools

• Medical Summary Report (MSR) Interview Guide and Template (DOCX) | Spanish Version
  • MSR Template only (DOCX)
  • Reducing Implicit Bias in the Medical Summary Report (PDF)
  • Interviewing Deaf and Hard of Hearing Individuals for the MSR

Supporting Documentation

Application Review and Submission

• Quality Review Checklist (DOCX)
• Creating a my Social Security Account for Applicants Flowchart
• Online Disability Benefits Application and Adult Disability Report 
• SOAR Checklist for Initial Claims (PDF)
• Application Tracking Worksheet (DOCX)

Post-Benefit

• Sample Physician Letter During Hospital/Nursing Home Placement (DOCX)
• Avoiding and Managing SSI/SSDI Overpayments

Employment

• SSDI Trial Work Period Tracking (DOCX)  |  Calculator (Excel) 
• SSI Benefits & Work: Worksheet (Word)  |  Calculator (Excel)

Other

• Sample Withdrawal of Representative Letter (DOCX)

Appeals

• Sample Good Cause Letter to SSA for Appeal (DOCX)
• Sample On-the-Record Review Request (DOCX)
• Hearing Format Election Statement

*These tools were developed by Policy Research Associates in partnership with the National Reentry Resource Center with a grant awarded by the Bureau of Justice Assistance.